Designations & Licenses
CFP®
Mike Choi
Director of Operations, Financial PlannerEight of Mike’s 13-year experience in the financial services industry were spent at Merrill Lynch, where his primary roles were Administrative Manager Assistant and Financial Advisor. At Pasadena Private Wealth, he is an integral part of the management team and is responsible for growth and profitability via expense control, IT support, and staff management. Mike works diligently to ensure efficient workflows and develop long-term operational strategies. His wealth management knowledge and skills are key to supporting our clients’ portfolio management process. Oftentimes, he works side by side with Simon, to prepare customized portfolio reviews, which include financial planning components and comprehensive performance analysis.
Mike received his bachelor’s degree in Economics from the University of Texas at Austin. He is an avid video gamer and a fan of many sci-fi and fantasy novels. His all-time favorite games include World of Warcraft, Total War franchise, and Civilization franchise. He is also engrossed in the fictional worlds of Westeros, from A Song of Ice and Fire series, by George R.R. Martin, and of Safehold, from Off Armageddon Reef, by David Weber.
Ik (Mike) Jun Choi is a CERTIFIED FINANCIAL PLANNER™ professional.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.